FastTax Tax Preparer Feedback & Training Needs Survey

Help us build a better support system for you this upcoming tax season! Please take 2 minutes to share your feedback on last year's trainings and tell us which topics you’d like to master before the season starts.

General Information

Did you prepare taxes with us last season?

Yes

No (New Preparer)

Prior Training Feedback

If you attended our live trainings or used the Community training materials last season, how helpful were they?

What could we have done better during last season’s training sessions?

Upcoming Training Needs & Topics

Which mandatory/core topics do you feel you need the most refresher or instruction on? (Check all that apply)

Basic Intake & W-2 Processing

Verifying Client & Dependent Information

Due Diligence Requirements

Advanced Returns: Schedule C (Self-Employment)

Advanced Returns: 1098-T (Education Credits)

Advanced Returns: 1099-DIV / Investments

Client Acquisition & Marketing Strategies

CRM & Software Navigation

Are there any specific topics, scenarios, or IRS guidelines you felt confused about last season that you’d like covered?

Preferred Training Format & Availability

What format works best for your schedule? (Check all that apply)

Live Zoom Sessions

Self-Paced Videos in the Community

Written Step-by-Step Guides / Checklists

What time of day generally works best for you to attend live trainings?

Afternoons (12:00 PM – 4:00 PM)

Evenings (After 5:00 PM)